Geometric Wealth Advisors American Centy ETF Tr Avantis Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geometric Wealth Advisors holds 51,459 shares of AVUS stock, worth $5.09 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
51,459
Previous 51,279
0.35%
Holding current value
$5.09 Million
Previous $4.88 Million
2.21%
% of portfolio
0.94%
Previous 0.94%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.98 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$353 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$320 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio